Who owns, controls and influences your financial adviser?
In an excerpt from his forthcoming book, provisionally entitled “Unmasking Your Adviser: 8 Essential Questions to Reveal If Your Adviser Actually Cares”, Ian King writes about the importance of who owns, controls and influences a financial advice/planning firm. While most advisers and planners are competent, well-meaning people who genuinely want to help their clients, there […]
Read moreLasting Powers of Attorney, and why everyone should have them
We understand that losing your ability to make important decisions about your personal finances and your health may not be a pleasant topic to think about, particularly for the younger generations who may feel the likelihood of them needing provisions in place is extremely low. However, we also understand that nobody is invincible, accidents do […]
Read more